Trustee and Fiduciary Services Global Asset Management Industry Insights

Global Asset Management Industry Insights 3 FOREWORD We’re delighted to present our Global Asset Management Industry Insights. Our survey was targeted at over 700 global asset management professionals, including senior executives, and heads of product development, compliance and operations, from approximately 160 firms. It asked respondents how they feel about embracing complexity and navigating regulatory change in today’s challenging environment. Thanks to that input, we not only have a clearer picture of the key trends, risks and opportunities of strategic interest to the global asset manager today, but we also have a deeper understanding of what will matter most as we all strive to make progress over the next few years. To those of you who took the time to respond to our survey — and indeed to all of you who take the time to absorb what it suggests — we offer our thanks and hope that you’re as excited to read this report as we are to publish it. For those who prefer a summary, we also include a survey highlights infographic, which can be found on the next page. More detailed survey responses are laid out in the full report, which follows thereafter. Amanda Hale Head of Regulatory Services Global Trustee and Fiduciary Services Citi